Dec 16, 2025 • ts2.tech
NEUTRAL
Vertiv (VRT) Stock News Today (Dec. 16, 2025): Why Shares Fell, What Analysts Forecast, and What to Watch Next
Vertiv (VRT) shares fell by over 2% on December 16, 2025, reaching around $158, following a volatile period stemming from a Wolfe Research downgrade, its exclusion from the S&P 500, and profit-taking after significant gains. Despite the stock's recent pressure, the company's fundamentals remain strong, driven by robust AI data-center infrastructure demand, evidenced by accelerating orders and a growing backlog, as well as the strategic acquisition of PurgeRite. Analysts generally maintain a "Moderate Buy" to "Buy" consensus with varying price targets, indicating a mixed sentiment between strong business fundamentals and valuation concerns.
Nov 22, 2025 • Insider Monkey
BULLISH
Analyst Says This is a Top Data Center Stock Amid ‘Record’ Orders, $8.5 Billion Backlog
Stephanie Link, Chief Investment Strategist at Hightower, has identified Vertiv Holdings Co (NYSE:VRT) as a strong data center stock due to increasing capital expenditure in the sector, a significant $8.5 billion backlog, and record orders. Despite high valuation concerns, Link points to Vertiv's strong growth potential, expected margin expansion to 25% by 2028, and "best-in-class" management as reasons for her bullish outlook, forecasting $7 to $10 in earnings power. The company's power and thermal management systems are critical for data center operations, especially with the growing focus on AI infrastructure.
Nov 17, 2025 • Stock Titan
BULLISH
Vertiv (NYSE: VRT) declares Q4 cash dividend of $0.0625 per Class A share to shareholders
Vertiv (NYSE: VRT) has announced a 67% increase in its annual cash dividend, raising it from $0.15 to $0.25 per share, to be paid quarterly. The board declared a fourth-quarter cash dividend of $0.0625 per share, payable on December 18, 2025, to shareholders of record as of November 25, 2025. This increase reflects the company's strong financial performance and cash flow.
Nov 13, 2025 • Morningstar
SOMEWHAT-BEARISH
Vertiv Earnings: Data Center Buildout Continues; Shares Overvalued Even With Valuation Raised by 24%
Vertiv's third-quarter organic sales surged by 28%, with a 220 basis point expansion in operating margin leading to a 63% year-over-year increase in EPS, propelled by a 43% sales growth in the Americas. Despite these strong results and a raised valuation, Morningstar considers Vertiv's shares to be overvalued, maintaining a cautious outlook. The company continues to benefit from the ongoing data center buildout.
Nov 11, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Vertiv and Lennar Corporation have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Vertiv Holdings Co (VRT) as the Bull of the Day, citing its strong Q3 results, robust AI infrastructure business, and significant revenue and earnings growth projections. Conversely, Lennar Corporation (LEN) was designated the Bear of the Day due to disappointing earnings, negative revisions, and struggles with a slowing housing market, higher mortgages, and persistent inflation. The article also touches on three energy stocks—Comstock Resources Inc. (CRK), Williams (WMB), and Marathon Petroleum Corp. (MPC)—that are poised to outshine earnings estimates for Q3 2025 given a favorable commodity pricing environment.
Oct 22, 2025 • marketscreener.com
NEUTRAL
Earnings Flash (VRT) Vertiv Holdings Co Posts Q3 Adjusted EPS $1.24 per Share, vs. FactSet Est of $0.98
Vertiv Holdings Co (VRT) reported adjusted earnings per share of $1.24 for Q3, significantly surpassing FactSet's estimate of $0.98. The company's comprehensive offerings include power management products, thermal management products, and integrated rack systems, which are crucial for e-commerce, banking, and data centers. Vertiv also provides lifecycle management services and predictive analytics through its global service network.